Unlock year-end tax strategies to maximize your savings and keep more of what you earn—simple, actionable tips tailored for solopreneurs.

What’s Inside?

  1. The tax code is complicated and inaccessible — it grows by 150,000 words per year!
  2. This goal of this guide is to bring this “hard to find” knowledge and make it accessible to everyone. 
  3. It’s packed with the biggest tax saving strategies that you can take advantage of before the end of the year, whether you’re a business owner, W2 employee, self-employed, or side hustler. Everything mentioned in this guide is not only legal, but in most cases, heavily incentivized by the US government. 
  4. Everyone who goes through this guide should find at least one or two things that will save them money in taxes this year.

Your EOY Tax Saving Checklist

  • The “Backdoor Roth”
  • Solo 401(k)
  • Solo 401(k) for Your Spouse Charitable Giving
  • S-Corp Election
  • Pass-Through Entity Tax (PTET) Investment Loss Harvesting Prepay Business Expenses
  • Gift Tax Exclusion
  • Unused FSA Dollars
  • Optimize Your Salary for QBID Adding Kids to Payroll